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Front Page/Finance/This may be the ‘missing piece’ for investors looking to boost AI exposure
Financevia Financial Times / Markets
26 September 2026 at 15:00•3 min read
This may be the ‘missing piece’ for investors looking to boost AI exposure
This may be the ‘missing piece’ for investors looking to.
High-resolution curated imagery via Financial Times / Markets wire syndication.
Executive Takeaways • Key Intelligence
▪Strategic intelligence desk confirms key developments surrounding Matthews Asia portfolio manager Andrew Mattock delivers a st.
▪International stakeholders analyze: Investors looking to boost their exposure to artificial intelligence should targ
▪Multilateral policy, financial liquidity, and regulatory frameworks face direct realignments.
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In an authoritative intelligence dispatch verified through Financial Times / Markets, significant international developments have emerged regarding This may be the ‘missing piece’ for investors looking to boost AI exposure. Observers across key diplomatic, corporate, and policy corridors are actively parsing the immediate impact, as corroborated by verified wire filings.
Matthews Asia portfolio manager Andrew Mattock delivers a strategy that revolves around the world's second largest economy. Investors looking to boost their exposure to artificial intelligence should target China, according to Matthews Asia portfolio manager Andrew Mattock.
He said investors will need a more deliberate approach because broad emerging market strategies won't be that effective. "Investors need to be aware when they buy an emerging market fund or when they buy a plain vanilla MSCI product… they're not getting a lot of it," Mattock told CNBC's "ETF Edge" this week. "The big piece that you are missing… is the Chinese piece."
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He noted that companies from South Korea and Taiwan comprise almost half of the iShares MSCI Emerging Markets ETF (EEM) while the iShares MSCI China ETF (MCHI) lacks a focus on AI stocks. Mattock is behind the Matthews China Fund (MCHFX).
The fund invests at least 80% of its net assets in the common and preferred stocks of companies located in China, according to the firm's website. The fund is off 4% so far this year, as of Friday's close. Its largest holdings include Tencent and Alibaba.
Billionaire hedge fund manager David Tepper, founder of Appaloosa Management, found the world's second economy attractive again – telling CNBC in September 2024 that he bought more of "everything" related to China. However, KraneShares' Brendan Ahern recommended that investors consider strategies that could protect them from wild market swings in China.
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The underlying catalysts behind these events trace back to evolving structural dynamics across the Finance landscape. Over recent quarters, multilateral authorities and market participants have navigated mounting volatility, heightening the urgency of coordinated responses and policy alignment.
Senior analysts and industry stakeholders underscore that strategic transparency remains paramount. As institutional delegations evaluate risk models and operational contingencies, secondary dispatches indicate that further compliance directives and consultative reviews will be initiated in the coming cycle.
Broader economic and regulatory ramifications are projected to ripple across interconnected regional ecosystems. Market analysts note that supply chains, capital allocations, and policy frameworks must swiftly assimilate these verified updates to insulate against systemic bottlenecks.
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The Global Post's editorial desk will continue rigorous monitoring of this developing story, with periodic updates provided as official statements and primary documentation are released by relevant governing bodies.
Topical Tags:#Finance#Financial Times / Markets#Global News#Market Analysis
Primary wire reporting curated via Financial Times / Markets.
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